Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,159 | $131,835-16.4% | $108,582+1.5% | $273,972-59.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.73% | -91.57%+88.8pp | -51.70%+49.0pp | 41.46%-44.2pp |
| Employer contribution / active EE | $4,167 | $4,913-15.2% | $3,758+10.9% | $4,869-14.4% |
| Participant deferral / active EE | $1,142 | $5,127-77.7% | $4,311-73.5% | $5,287-78.4% |
| Admin fee / account holder | $44,857 | $10,253+337.5% | $7,645+486.7% | $10,133+342.7% |